DFX Intelligence
Allocator Intelligence
The capital-owner graph behind private markets. Who owns the capital, who decides, how much, under what policy, on whose advice, to which managers, and what changed, with a source and a date behind every row. A target is never an actual, a disclosed holding is never an approval, and an estimate says so.
Corporate pension
White & Case LLP Retirement Income Plan
Corporate pensionNEW York, NY
Assets
$163M
Total assets, Dec 31, 2024 reported
Funded
80.6%
Jan 1, 2024
Private markets target
n/a
policy Dec 31, 2024
Commitments
0
none on the tape
Plan sponsor: White & Case LLP
Allocation policy
Form 5500, as of Dec 31, 2024
Actual allocation lines without a target (as filed)
- Master trust investment accounts 100.0%
Consultants and advisers
4 firms
- Colchester Investment adviser (plan)through Dec 31, 2022 Form 5500
- Pricewaterhousecoopers LLP Actuarythrough Dec 31, 2022 Form 5500
- State Street Bank & Trust Company Custodianthrough Dec 31, 2022 Form 5500
- PWC US Tax LLP Actuarythrough Dec 31, 2022 Form 5500
People
No investment staff or executives have been read for this allocator yet.
Manager roster
4 managers on Schedule C
From Schedule C (investment management, code 28)
- Johnston International Equityplan years 2022
- Blackrock Institutional Trust Co,naplan years 2022
- NEW England Pension Consulantsplan years 2022
- Prudential Insurance Company of Ameplan years 2022
Commitments
No fund commitments are on the tape for this allocator. The tape holds the plans that publish their own private-markets reports; a plan that publishes one and is not here is a gap we can close.
Size and funding
33 readings
Investment management fees
$479,700 (2023-12) · $474,055 (2022-12)
Form 5500 filings
3 plan years
| Plan year | Participants | Assets (SB market) | Funding target | FTAP | Total assets (H) | Partnerships / JV | Master trust | Real estate |
|---|---|---|---|---|---|---|---|---|
| 2024 to Dec 31, 2024 | 1,033 | $204M | $251M | 80.6% | $163M | n/a | $163M | n/a |
| 2023 to Dec 31, 2023 | 1,051 | $194M | $229M | 85.2% | $204M | n/a | $204M | n/a |
| 2022 to Dec 31, 2022 | 1,061 | $245M | $223M | 100.4% | $194M | n/a | $194M | n/a |
Service providers and investment entities as filed (Schedule C and D, latest year first)
- Pricewaterhousecoopers LLP codes 11 $287,540 PY2024
- NEW England Pension Consultants codes 28 51 $123,116 PY2024
- Johnston International Equity codes 28 51 $119,667 PY2024
- Prudential Insurance Company codes 28 51 $52,203 PY2024
- Blackrock Institutional Trust Co Na codes 28 $47,039 PY2024
- Colchester codes 27 28 $37,210 PY2024
- State Street Bank & Trust Co. codes 19 21 25 $35,437 PY2024
- Eisneramper LLP codes 10 $31,500 PY2024
- White & Case LLP Master Ret. Trust Sched. D M $163M PY2024
- PWC US Tax LLP codes 11 PY2024
- Pricewaterhousecoopers LLP codes 11 $370,642 PY2023
- New England Pension Consultants codes 28 51 $132,593 PY2023
- Johnston International Equity codes 28 51 $112,050 PY2023
- Prudential Insurance Company codes 28 51 $80,946 PY2023
- Colchester codes 27 28 $77,167 PY2023
- Blackrock Institutional Trust Co Na codes 28 $76,944 PY2023
- State Street Bank & Trust Co. codes 19 21 25 $51,687 PY2023
- Eisneramper LLP codes 10 $29,500 PY2023
- Mccarter & English codes 29 $23,251 PY2023
- White & Case LLP Master Ret. Trust Sched. D M $204M PY2023
- PWC US Tax LLP codes 11 PY2023
- Pricewaterhousecoopers LLP codes 11 $124,875 PY2022
- Johnston International Equity codes 28 51 $123,126 PY2022
- Blackrock Institutional Trust Co Na codes 28 $102,282 PY2022
- New England Pension Consultants codes 28 51 $97,386 PY2022
- Prudential Insurance Company codes 28 51 $81,227 PY2022
- Colchester codes 27 28 $70,033 PY2022
- State Street Bank & Trust Co. codes 19 $32,021 PY2022
- Eisneramper LLP codes 10 $27,500 PY2022
- Mccarter & English codes 29 $23,316 PY2022
- State Street Bank & Trust Co. codes 13 $7,180 PY2022
- White & Case LLP Master Ret. Trust Sched. D M $194M PY2022
- PWC US Tax LLP codes 11 PY2022
What changed
4 events
- Dec 31, 2024Assets changedWhite & Case LLP Retirement Income Plan total assets $204M -> $163M (-19.8%, 2023-12-31 to 2024-12-31)
- Jan 1, 2024Funded status changedWhite & Case LLP Retirement Income Plan funded ratio 85.2% -> 80.6% (2023-01-01 to 2024-01-01)
- Jan 1, 2023Funded status changedWhite & Case LLP Retirement Income Plan funded ratio 100.4% -> 85.2% (2022-01-01 to 2023-01-01)
- Jan 1, 2023Assets changedWhite & Case LLP Retirement Income Plan plan assets $245M -> $194M (-21.0%, 2022-01-01 to 2023-01-01)
Board record: approvals, recommendations, searches, terminations and re-up prospects for this system.
Provenance
Identifiers: EIN-PN 135605970-006
Cross-graph: no entry on another DFX graph
First observed Sep 15, 2026, last observed Sep 15, 2026. Classification confirmed. Every row above carries its source; a reported figure is the subject’s own, a derived one is arithmetic on reported figures, an estimated one is a model or a survey imputation and is never summed into a headline.